гриша

[гриша @pleezchild]

@Dougielarge @InvestorTurf Why do you care so much about bbbyq? Dont act like you care about retail investors, just look at what kind of company you run. Please keep crying and complaining about "worthless stock" and Gary Gensler. We're loving it!

[Larry Cheng @larryvc]

One practice I highly recommend as an investor is deliberately and consistently spending some (not all) of your time working on contrarian ideas. Absent that, then by definition, you are spending all of your time working on conventional ideas which is not a recipe for success.

If you’re spending all of your time pursuing conventional ideas, looking at the same sectors, same geographies, same business models, same companies, running the same analysis, doing the same diligence, focusing on the same metrics, exactly the same as every other investor - why would you expect a differentiated result? You’ve commoditized yourself.

How do you know you’re working on a contrarian idea? When the idea has business merit in your mind but other seasoned investors say that it is “crazy”, “a waste of time”, “nuts”, etc. It’s not the presence of social validation that you’re looking for, it’s the absence of social validation that becomes the positive indicator that you may be into something.

[Larry Cheng @larryvc]

A simple playbook many companies are or should be pursuing:

1. Delight customers
2. Focus on profitable growth
3. De-lever/strengthen balance sheet
4. Optimize working capital to generate cash
5. Acquire more customers efficiently

(Go back to #1)

[Larry Cheng @larryvc]

“If you haven’t hit bottom, you’re more afraid of falling.” - wise observation from a founder I’m meeting with today.

[Larry Cheng @larryvc]

Consistency seems to be highly underrated. It deserves consideration as the preeminent superpower. Consistency seems to be the foundation of truly superior outcomes - moderate strengths applied consistently routinely outperforms elite strengths applied sporadically.

[гриша @pleezchild]

~4 months of quantitative tightening undone in 1 week... all for some dumbass banks that deserve to go bankrupt. Are we on our way to hyperinflation?

[Genevieve Roch-Decter, CFA @GRDecter]

QE is Back!

About $300 billion in assets added to Fed balance sheet in the last week

[Ryan Cohen @ryancohen]

Does this mean I don't have to pay back Silicon Valley Bank?

[Ryan Cohen @ryancohen]

Low interest rates may prove to be like easy sex — tempting but possibly fatal

[Ryan Cohen @ryancohen]

if we print a few trillion more, it should bring inflation down #taxtherich #wealthtax

[Ryan Cohen @ryancohen]

That left for dead retailer just launched something new 😳

[Ryan Cohen @ryancohen]

I’m sick of seeing failed executives make millions in risk free compensation while shareholders are left holding the bag

[Ryan Cohen @ryancohen]

I put my money where my mouth is

[Ryan Cohen @ryancohen]

Children and animals must be protected at all costs

[Ryan Cohen @ryancohen]

Politicians and diapers must be changed often, and for the same reason

[гриша @pleezchild]

@AlderLaneEggs @SECGov @ryancohen Damn dude you’ve been tweeting about him for how long now? Stop being a pussy and ask him out on a date already

[Ryan Cohen @ryancohen]

Inflated compensation across Corporate America is deplorable. Is this connected to over a decade of negative real interest rates and massive stimulus?